| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 900 |
| Technical Name |
advance_credit_limit |
| License | OPL-1 |
| Versions | 17.0 16.0 |
By default in Odoo, when a customer exceeds the credit limit, Odoo will show a warning message, and the credit limit only applies to the Sale app. With this app, you will be able to manage customer credit limits more effectively. Customers can use their credit limit on the eCommerce checkout page or on the portal. They can confirm their sales order without payment if their credit balance is greater than the total order amount.
Default warning message, if credit limit exceeds
Credit Limit info will be shown if credit limit exceeds
Customer can use their credit limit on ecommerce checkout page.
Customer can use their credit limit on the portal.
Configuration Required
1. Enable 'Sales Credit Limit' option
2. Set Credit Limit Access Right
Read Only Credit Limit: User CANNOT change credit limit configuration.
Management Credit Limit: User CAN change credit limit configuration.
List features:
1. Show Credit Balance, Outstanding Invoice, and Outstanding Sale Order Line (uninvoiced) on Contact form view.
2. Prevent confirming sale order if credit limit is exceeded.
3. Prevent confirming sale order of child contact if credit limit of main contact is exceeded.
4. Customer can use credit limit on Ecommerce and Portal (B2B).
5. Credit on hold will be released automatically. If credit balance is greater than 0
List Example:
1. Example 1 Show Credit Balance, Outstanding Invoice, and Outstanding Sale Order Line (uninvoiced) on Contact form view.
2. Example 2 Prevent confirming sale order if credit limit is exceeded.
3. Example 3 Prevent confirming sale order of child contact if credit limit of main contact is exceeded.
4. Example 4: Customer can use credit limit on Ecommerce and Portal (B2B).
Example 1: Show Credit Balance, Outstanding Invoice, and Outstanding Sale Order Line (uninvoiced) on Contact form view
Credit Limit Info.
OutStanding invoices.
OutStanding Order Lines.
Outstanding invoices and outstanding order lines are also shown on the child contact form view.
Example 2: Prevent confirming sale order if credit limit is exceeded.
Please look at the credit limit information for this customer.
- Credit Limit amount is $200.00
- Outstanding invoice amount is $33.00
- Available Invoice amount is $66.00
- Credit Balance amount is $101.00 ($200.00 - $33.00 - $66.00)
- If this customer or their child contact has an oder with total amount is greater than $101.00, salesperson with 'Read Only Credit Limit' role cannot confirm sale order.
If salesperson with 'Management Credit Limit' role, they can confirm this sale order or set customer credit on hold.
- If you click on 'Confirm Order' button with 'Credit On Hold' ticked, then this order will be confirmed,
but next order cannot be confirmed and this popup won't be shown. Instead, an error message will be shown when the next order is confirmed.
- If you click on 'Credit On Hold Without Confirm' button, then this order and next order won't be confirmed. This popup won't be shown. Instead, an error message will be shown when any orders are confirmed.
Example 3: Prevent confirming sale order of child contact if credit limit of main contact is exceeded.
This contact has a child contact.
And credit limit info is below
If this child contact has an order with total amount is greater than $101, when salesperson click on 'Confirm' button on order form view,
then 'Credit Limit Exceed" popup will be shown.
Example 4: Customer can use credit limit on Ecommerce and Portal
Please look at the credit limit information for this customer.
On the ecommerce, if their order total amount is less than $101. They can confirm Sale Order without payment
If their order total amount is greater than $101. They have to perform payment to confirm Sale Order.
It works the same way on the quotation portal as well.
Email Support: huynh.giang.son.gs@gmail.com
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